SignatureFD’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Sell
5,887
-608
-9% -$41.3K 0.01% 638
2025
Q1
$353K Sell
6,495
-542
-8% -$29.4K 0.01% 658
2024
Q4
$598K Buy
7,037
+212
+3% +$18K 0.01% 466
2024
Q3
$458K Sell
6,825
-1,032
-13% -$69.3K 0.01% 551
2024
Q2
$507K Sell
7,857
-763
-9% -$49.2K 0.01% 490
2024
Q1
$729K Buy
8,620
+870
+11% +$73.6K 0.02% 402
2023
Q4
$599K Buy
7,750
+2,185
+39% +$169K 0.01% 420
2023
Q3
$246K Sell
5,565
-1,924
-26% -$85.2K 0.01% 664
2023
Q2
$499K Sell
7,489
-3,813
-34% -$254K 0.01% 441
2023
Q1
$776K Buy
11,302
+931
+9% +$63.9K 0.02% 301
2022
Q4
$652K Buy
10,371
+1,115
+12% +$70.1K 0.02% 329
2022
Q3
$509K Buy
9,256
+3,320
+56% +$183K 0.02% 366
2022
Q2
$365K Sell
5,936
-1,083
-15% -$66.6K 0.01% 463
2022
Q1
$952K Buy
7,019
+3,849
+121% +$522K 0.03% 225
2021
Q4
$512K Sell
3,170
-769
-20% -$124K 0.02% 388
2021
Q3
$945K Buy
3,939
+492
+14% +$118K 0.03% 211
2021
Q2
$840K Buy
3,447
+423
+14% +$103K 0.03% 231
2021
Q1
$687K Buy
3,024
+618
+26% +$140K 0.03% 235
2020
Q4
$524K Buy
2,406
+1,021
+74% +$222K 0.02% 260
2020
Q3
$225K Buy
1,385
+445
+47% +$72.3K 0.01% 441
2020
Q2
$99K Sell
940
-207
-18% -$21.8K 0.01% 696
2020
Q1
$60K Buy
1,147
+262
+30% +$13.7K 0.01% 827
2019
Q4
$55K Buy
885
+59
+7% +$3.67K ﹤0.01% 939
2019
Q3
$51K Sell
826
-93
-10% -$5.74K ﹤0.01% 910
2019
Q2
$67K Sell
919
-529
-37% -$38.6K 0.01% 790
2019
Q1
$108K Buy
1,448
+360
+33% +$26.9K 0.01% 598
2018
Q4
$61K Sell
1,088
-223
-17% -$12.5K 0.01% 762
2018
Q3
$130K Buy
1,311
+23
+2% +$2.28K 0.01% 548
2018
Q2
$79K Buy
1,288
+1,139
+764% +$69.9K 0.01% 698
2018
Q1
$7K Buy
+149
New +$7K ﹤0.01% 1333